I feel honored that I get to serve the medical and dental community. The only reason I wanted to become a Certified Public Accountant (CPA) and Registered Investment Advisor (RIA) was to better help physicians and dentists.
After working in my brother’s dental practice, I got a small taste of what it’s like to be a private-practice owner. I saw the pains, heartache, joys, and rewards that come with owning your own practice. It was an experience that would inspire the course of my entire career.
As a medical professional, you sacrifice a lot to be where you are at today. Few people are willing to sacrifice the years and money to be a doctor, but you have. As you soon learned after graduating, getting your degree and professional license was just the start. Entering the world of practice-ownership brings a new set of challenges in an increasingly competitive environment. I believe practice-owners today deserve the best possible advice to make smart financial choices. You have put too much on the line not to excel in running your practice and ultimately becoming financially independent.